Free trial
14 days. No credit card. Pulse running by tomorrow.
Connect your practice management system today, read-only, and Daily Pulse is in your inbox the next morning — not a dashboard you have to remember to check.
Today
Connect Clio, MyCase, Smokeball, or Lawcus, read-only. Takes minutes, and you're not asked for anything but a work email up front.
Same session
We run a quick check on your data and show you honestly what we found — what's ready, what's thin, and what to fix for a fuller picture.
Tomorrow morning
Your first Daily Pulse arrives. This is the moment the trial is built around — not a dashboard waiting for you to go look at it.
Any time in the 14 days
Invite your bookkeeper to connect QuickBooks — that's when true profitability and realization against actual collections come into view. And invite your team into your included seats; firms with three or more active users get far more out of the trial.
Day 14
Keep going on a paid plan sized to your firm, or let it lapse. No auto-charge, no retention call required.
Why QuickBooks isn't required to start
Most people signing up don't control QuickBooks directly — a bookkeeper or outside CPA does. You get real value from your practice management data alone, and add accounting when it's convenient.
What happens at the end
Nothing automatic. No card on file means no surprise charge — you choose a plan sized to your firm, or you don't.
Start your trial
Work email only to start — everything else comes after you've seen your first real number.
Prefer to see it live first? Book a demo instead.
Read-only access
Nothing written back to your systems
SOC 2
Encrypted in transit and at rest
Security & trust →